Octagon Financial Services, a Specialty Advisory Firm with a Focus on Professional Athletes, Aligns with Dynasty Financial Partners

One of the most recognized names in the financial arena among
professional athletes, entertainers and celebrities, Octagon
Financial Services (OFS), has become the most recent independent
investment advisory firm to select Dynasty Financial Partners’
open-architecture platform of wealth management services and technology.

Octagon is the world’s largest sports and entertainment management and
marketing company with 30 years of industry experience. A key component
of the agency’s offering is its in-house financial services division,
known for its expertise in serving the unique financial needs of the
professional athlete and entertainer. In choosing Dynasty’s customized
investment platform and reporting tools, OFS is continuing its
leadership position in the industry.

“Our clients generate a lifetime of earnings over a short period of
time. For 30 years, we have helped them manage their wealth - from first
contract signing through retirement and beyond,” said Jan Plewes,
Managing Director of OFS. “We feel that Dynasty expands our investment
platform and delivers top level execution in one customized, integrated
package.”

OFS provides strategic financial planning, investment advice, bill pay
and many other concierge-like services to professional athletes and
entertainers, helping them manage their daily lives away from the
field/studio. Frequently called upon by media outlets, business
schools, sports business conferences and others, OFS is the go-to
resource for financial advice in sports and entertainment
industries. OFS clients include elite athletes such as Olympic gold
medalists, NBA, NHL and MLB All-Stars, and NFL Super Bowl Champions,
among many others.

“For our clients, capital preservation and financial planning are the
most crucial elements,” said Frank Zecca, one of the agency’s Senior
Vice Presidents. “Their peak earning years typically occur at a very
young age and their assets have to provide security far after their
careers come to an end. This requires thoughtful management, budgeting
and investment expertise. It is our job to make sure that our clients
are in a position to support their families and maintain their standard
of living throughout their lifetime, and ultimately create a legacy for
many generations to come.”

“We are thrilled to be welcoming a prestigious firm like OFS, who serves
such a focused client base with unique needs to the Dynasty Network,”
says Shirl Penney, President and CEO of Dynasty Financial Partners. “One
of the many things we feel we can deliver is solutions for these types
of clients that may not fit into a more traditional model. OFS has built
a successful practice for three decades as an independent RIA and we
believe our platform is superior to their existing solutions and allows
them to save time and money, gain access to new capabilities, and most
important, better serve their clients.”

About Octagon

Octagon, the inaugural winner of the “Sports Agency of the Year” Award
by the Sports Business Journal, is the world’s largest sports and
entertainment management and marketing company with global expertise in
athlete, broadcaster and entertainment management, corporate consulting,
events, property representation, marketing solutions, licensing,
merchandising and talent procurement. As part of The Interpublic Group
(NYSE:IPG), one of the world’s leading organizations of advertising
agencies and marketing services, Octagon employs more than 800 people in
22 different countries around the world. For further information please
visit: www.octagon.com
or follow us on Twitter: @Octagon_AP.

About Dynasty Financial Partners

Dynasty Financial Partners develops, sources and integrates the finest
wealth management capabilities for the industry’s leading independent
investment advisor teams. Dynasty offers a customized open-architecture
platform of wealth management solutions and technology to help
independent advisors protect and grow their clients’ wealth. Dynasty’s
core principle is “objectivity without compromise,” and the firm is
committed to crafting solutions that allow investment advisors to act as
true fiduciaries to their clients. For more information, please visit www.dynastyfinancialpartners.com.